About The Maintenance Program.


Knowing that changes in their estate plan were inevitable, our cliients asked us how they could permanently prevent the expensive pitfalls of outdated or incomplete documents. We have created a method for keeping all of your legal documents current so they are consistent with your personal desires and the constantly changing laws. This program is unique; to the best of our knowledge, no other program like it exists anywhere.

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Benefits.


Access to Our Attorney

Schedule phone appointments with Attorney Gary Fales, who focuses his practice on Asset Protection, Estate Planning, and Trust Administration

Client Concierge

When you call our Concierge with questions to address a matter, you an be at ease knowing we have a 24-hour call back policy for our membership clients.

Discounted Rates

  • Preparation of Deeds/Transfers
  • Additional Recordings

Verification of Assets in the Trust

Verifying assets have correctly been transferred to your trust.

 

Notification of Current Legal Changes

Laws are continually changing. Keep your trust current with the law as we provide our membership clients with the year's law chagnes in the Annual Review Packet

Access to Our Attorney

Schedule phone appointments with Attorney Gary Fales, who focuses his practice on Asset Protection, Estate Planning, and Trust Administration


Quality Staff.


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years of experience
Changes made in
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days or less
0
hour Callback policy